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The truth of the matter is that we cannot stop the current technology train, so you must get on the train, or get left behind.
The April–May surge in China’s exports does not mean Beijing has beaten Trump’s tariffs. This strength will fade, but new aspects do promise durability.
Overall, I want to remind investors the U.S. remains an economic oasis and is the primary driver of worldwide economic growth.
Only weeks after the summit with the United States, Beijing is tightening trade and market access—but he’s not the only one doing so.
Beijing so fears technological competition that it has clamped down more than ever on outbound investments and overseas Chinese business arrangements.
The U.S. is leading the world, the AI and data center boom cannot be stopped, and the boom will persist for at least the next three years.
Local governments in China report financial problems that render them unable to meet their obligations to either their citizens or their residents.
This demonstrates an Achilles’ heel of the regime in Beijing: an international oil blockade of China
Warsh’s first job is to build a consensus on the FOMC, so it may take Warsh some time to reel in many FOMC members who like to chat with the media.
Export-dependent China has substituted Europe and the global south for the sales lost to American tariffs, but Beijing faces resistance from these new partners.
China’s $300 billion for AI could turn Americans into AI traitors and destroy what’s left of the U.S. economy.
Both leaders effectively affirmed the status quo, and in doing so, they failed to address critical matters that urgently need attention.
Contrary to much media commentary and political fear mongering in the West, Beijing’s centralized economic control is more weakness than strength.
S&P 500 earnings are up a stunning 29.3% versus a year ago, with eight of 11 S&P sectors sporting double-digit earnings increases.
Are we witnessing the beginning of a long-term technological revolution or the formation of another dangerous market bubble?
S&P 500 is in the midst of the strongest earnings environment in seven years, and the S&P 500’s earnings are forecasted to rise 21.5% in 2026.
